Foster Victor Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.38 Billion
  • Q3 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 13,445 shares of SCHH stock, worth $297,000. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,445
Previous 15,245 11.81%
Holding current value
$297,000
Previous $304,000 2.3%
% of portfolio
0.02%
Previous 0.02%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$19.78 - $23.53 $35,604 - $42,354
-1,800 Reduced 11.81%
13,445 $311,000
Q2 2024

Jul 18, 2024
BUY
$18.53 - $20.2 $8,597 - $9,372
464 Added 3.14%
15,245 $304,000
Q1 2024

Apr 26, 2024
SELL
$19.39 - $20.93 $6,224 - $6,718
-321 Reduced 2.13%
14,781 $300,000
Q4 2023

Jan 19, 2024
SELL
$16.76 - $20.95 $5,664 - $7,081
-338 Reduced 2.19%
15,102 $312,000
Q3 2023

Oct 13, 2023
BUY
$17.52 - $20.27 $10,932 - $12,648
624 Added 4.21%
15,440 $274,000
Q2 2023

Jul 14, 2023
BUY
$18.34 - $19.64 $12,893 - $13,806
703 Added 4.98%
14,816 $289,000
Q1 2023

Apr 20, 2023
SELL
$18.01 - $21.78 $88,735 - $107,310
-4,927 Reduced 25.88%
14,113 $275,000
Q4 2022

Jan 27, 2023
BUY
$17.68 - $20.46 $90,486 - $104,714
5,118 Added 36.76%
19,040 $0
Q3 2022

Oct 24, 2022
BUY
$18.45 - $23.6 $10,793 - $13,806
585 Added 4.39%
13,922 $256,000
Q2 2022

Jul 19, 2022
SELL
$20.18 - $25.97 $3,511 - $4,518
-174 Reduced 1.29%
13,337 $285,000
Q1 2022

Apr 14, 2022
BUY
$22.75 - $26.16 $150,946 - $173,571
6,635 Added 96.5%
13,511 $345,000
Q4 2021

Jan 19, 2022
SELL
$22.99 - $26.35 $24,254 - $27,799
-1,055 Reduced 13.3%
6,876 $346,000
Q3 2021

Oct 08, 2021
SELL
$22.84 - $24.92 $7,971 - $8,697
-349 Reduced 4.21%
7,931 $362,000
Q2 2021

Jul 29, 2021
SELL
$20.92 - $23.68 $8,284 - $9,377
-396 Reduced 4.56%
8,280 $379,000
Q1 2021

Apr 23, 2021
BUY
$18.25 - $20.79 $4,781 - $5,446
262 Added 3.11%
8,676 $369,000
Q4 2020

Feb 08, 2021
BUY
$17.04 - $19.33 $6,015 - $6,823
353 Added 4.38%
8,414 $319,000
Q3 2020

Oct 26, 2020
BUY
$16.99 - $18.73 $9,820 - $10,825
578 Added 7.72%
8,061 $285,000
Q2 2020

Aug 03, 2020
BUY
$14.77 - $20.35 $7,680 - $10,582
520 Added 7.47%
7,483 $264,000
Q1 2020

Apr 29, 2020
SELL
$13.54 - $24.27 $1,272 - $2,281
-94 Reduced 1.33%
6,963 $229,000
Q4 2019

Jan 13, 2020
BUY
$22.24 - $24.07 $11,120 - $12,035
500 Added 7.63%
7,057 $320,000
Q3 2019

Oct 11, 2019
SELL
$23.18 - $23.61 $3,036 - $3,092
-131 Reduced 1.96%
6,557 $309,000
Q2 2019

Jul 16, 2019
SELL
N/A
-913 Reduced 12.01%
6,688 $306,000
Q1 2019

May 03, 2019
BUY
N/A
381 Added 5.28%
7,601 $338,000
Q4 2018

Mar 04, 2019
BUY
N/A
7,220 New
7,220 $278,000

Others Institutions Holding SCHH

# of Institutions
518
Shares Held
256M
Call Options Held
28.4K
Put Options Held
83.1K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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